We configure AI around the way your business already runs. You leave the session with it operational - not just explained to you.
They set this up for us on a Tuesday morning and on Tuesday afternoon my team was using it in real work
Alex G. · Real Estate Private Equity Investor
Tell us about your business. We'll show you exactly what we'd build for you - specific workflows, real examples, no generic pitch. By the end of the call you'll know whether this is right for you.
Most spend months on AI pilots that never reach production. We replace that process with a single working session - built around how you actually operate.
we confirm what you're looking for and prepare a custom plan for your business before we show up
We install Cowork, connect your apps (email, calendar, key tools), and build 3 custom workflows live - built around how your business actually operates, not a generic demo.
You walk away with AI running real tasks - fully deployed, not just installed. We run a live task end-to-end before we wrap so you have proof it works, not just a tour.
Every engagement is tailored. Select an industry to review the workflows we deploy during your session.
Drop in a long lease, get back key terms, options, and dates instantly.
Auto-draft quarterly LP reports and JV partner updates in your style.
Sort tenant complaints, broker offers, and acquisition pitches. Flag what's urgent.
First-pass analysis from an OM or T-12 in minutes.
Auto-draft renewal letters, rate notices, and late notices in your style.
Comps, vacancy, and submarket snapshots on demand.
Turn raw numbers into polished client-ready reports automatically.
Summarize financial statements, tax docs, and contracts in plain English.
Sort client requests, flag deadlines, and draft responses to routine questions.
Auto-build client summaries before every call so you walk in fully prepared.
Customized to each prospect in minutes, not hours.
Track regulatory changes and flag what affects your clients.
Key terms, red flags, and obligations extracted in minutes.
Turn initial consultation notes into structured intake summaries.
First-pass legal research memos on defined questions, fast.
Letters, notices, and client updates in your style.
Sort and flag incoming documents, filings, and deadlines automatically.
Condensed status reports on active files for partners and clients.
Turn job details into polished customer quotes in your format, fast.
Manage incoming requests, assign crews, and flag conflicts.
Auto-draft follow-up messages after jobs to collect reviews and referrals.
Summarize supplier emails, flag cost anomalies, route to accounting.
Monitor permit status and flag upcoming renewals or deadlines.
Turn field notes into client-ready completion reports instantly.
Turn a discovery call into a polished proposal in minutes, not hours.
Auto-generate status updates, progress reports, and deliverable summaries.
Pre-meeting briefs and auto-drafted action items after every call.
Sort client requests, flag what needs attention, draft routine responses.
Blog posts, case studies, and LinkedIn content in your voice on demand.
Market snapshots and competitor analysis for client engagements.
Paid upfront. You get a fully configured AI setup - not a demo, not a consultation - a fully configured deployment. Select the tier that matches your team and leave with it running.
| Starter | Advanced | SMB-1 | SMB-2 | |
|---|---|---|---|---|
| Price | $500 | $1,000 | $2,500 | $4,000 |
| Participants | 1 | 1 | 5 | 10 |
| Environment | Remote - Individual | Remote - Individual | Remote - Team (in-person adds travel) | Remote - Team (in-person adds travel) |
| Requirements | Computer | Computer | Computer & Admin Access | Computer & Admin Access |
| Time Allotted | 1.5 hours | 3 hours | Up to 8 hours | Up to 16 hours |
| Custom Workflows | 1 | 2 | 1 each | 1 each |
| Session Inclusions | Connected to Claude Cowork, security settings adjusted, best practices & tips | Connected to Claude Cowork, security settings adjusted, best practices & tips | Connected to Claude Cowork, security settings adjusted, best practices & tips | Connected to Claude Cowork, security settings adjusted, best practices & tips |
| AI Efficiency Audit - Individual | AI Efficiency Audit - Corporate | Ongoing Operations | Ongoing Maintenance | |
|---|---|---|---|---|
| Price | $400 | $925 | $500 / month | $1,000 / month |
| Participants | 1 | Unlimited (corporate domains only) | Unlimited | 1 |
| Environment | Remote - Individual | Remote - Team | Remote | Remote - Individual or Corporate |
| Requirements | Computer, admin access | Computer, admin access | Computer, admin access | Computer, admin access |
| Time Allotted | 1.5 hours | 3 hours | 2 hours / month | 4 hours / month |
| Includes | Plug token leaks; restructure workflows; project instruction adjustments; prompting optimization | Plug token leaks (org user-limit creation); restructure workflows; project instruction adjustments; prompting optimization | Add workflows; fix issues; build workflows | Async support - up to 2 additional hours |
Real outcomes from established businesses - not demos. Notes from principals running the kind of operations we configure every week.
"They set this up for us on a Tuesday morning and on Tuesday afternoon my team was using it in real work"
"I was skeptical - I'm 61 and not a tech person. Walked me through it in plain English. I use it every single day now. Like having a junior analyst on call."
"We've tried three other AI tools and none stuck because nobody set them up for how we actually work. This was different. Exceptionally well-executed."
Start with a complimentary 15-minute briefing to map out what we'd build for your operation - or engage directly from $500, guaranteed.
Book your briefing Book a session from $500